Mckenna Lyn Stephens

Current Employers

Employment History

• 07/2004 → 08/2023
  Minnesota Life Ins Co
  St Paul, MN
• 07/2004 → 10/2021
  Cri Securities, Llc
  St Paul, MN
• 07/2004 → 08/2023
  Securian Financial Services, Inc
  St Paul, MN
• 01/2005 → Present
  North Star Consultants, Inc & North Star Brokerage, Inc
  Phoenix, AZ
• 07/2003 → 12/2021
  Black,Gould & Associates
  Phoenix, AZ
• 08/2023 → Present
  Cetera Wealth Services, Llc
  San Diego, CA
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2021 → Present
  Integra Partners Llc
  Show Low, AZ

Previous Registrations

• 2019-10-31 → 2023-08-10
  Securian Financial Services, Inc.
  San Diego, CA
  Tucson, AZ
  Phoenix, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  St. Paul, MN
• 2019-10-31 → 2021-10-19
  Cri Securities, Llc
  San Diego, CA
  Tucson, AZ
  Phoeniz, AZ
  Scottsdale, AZ
  Scottsdale, AZ
• 2005-06-29 → 2007-12-31
  Marathon Advisors, Inc
  Phoenix, AZ

Other Businesses

1) NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2011 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 2) NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3) NAME OF OTHER BUSINESS: INTEGRA PARTNERS LLC; INVESTMENT RELATED: NO; ADDRESS: 2721 W VILLA LOOP DRIVE, SHOW LOW, AZ 85901; NATURE OF BUSINESS: VACATION RENTAL PROPERTY; START DATE: 12/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: VACATION RENTAL THAT IS BEING RENTED OUT; 4) NAME OF OTHER BUSINESS: HORIZON HIGH SCHOOL BAND FANS BOOSTER GROUP; INVESTMENT RELATED: NO; ADDRESS: 5601 E. GREENWAY RD. SCOTTSDALE, AZ 85254; NATURE OF BUSINESS: PTO BOARD; START DATE: DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: BOOKKEEPER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SUBMIT ACCOUNTING REPORTS TO SCHOOL PTO; 5) NAME OF OTHER BUSINESS: ARIZONA HEALTHCARE REFERRAL COLLABORATIVE; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RETIREMENT PLAN SERVICES; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: REFERER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: CONNECTING INDIVIDUALS IN THE MEDICAL COMMUNITY TO TRUSTED PROFESSIONAL RESOURCES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-02
• S63 Uniform Securities Agent State Law Examination
  2003-05-14

Other Names

• Mckenna Lyn Calkins